My experiences with CRM, USD and Family

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Hello Friends, This is mainly aimed for the beginners of USD “Developers” ( I mean the Coders 🙂 ). In this post I will try to show you all the detailed steps involved (starting from installation of project templates till deployment) and would like to take it up with a scenario. Scenario/Use Case : Agent should…

So far I have worked on 3 USD implementations and multiple CCA projects as well. One of the most common requirement for almost all these projects is “Validate/Verify customer”. During an Incoming/out going call the first thing majority of the call centers do is “checking” whether he/she is the right customer. In all the projects…

I’m sure this post will answer 2 questions. a) How to call Custom actions from WebAPI b) How to reduce the “chatting” b/w client n’ server. When it comes to #b, reducing chatting b/w client n’ server – Imagine you have a custom web resource from which you are creating/updating multiple records in to CRM,…

Hi Friends, This is the quick post as an extension to my previous post on How to connect to Dynamics CRM Webapi from Console application where I have discussed how to do the app registration in the Azure, Getting the client Id, Generating token and then Connecting to the WebAPI using the generated token. If…

Last night I heard about this requirement from one of my close friends and frankly speaking when I initially heard about it, I though it should be pretty straight forward and we should have good amount of examples out there in the www. But on to my surprise I barely can see very few examples…

One of the key problems/concerns we see after completing development of a USD implementation project is, how do we transfer the configuration data with out any hiccups to the next environment? This risk is a bit high if we are transferring configurations from Test to Live instance where it may not even possible to do…

Originally posted on Microsoft Dynamics 365 and Unified Service Desk: I was recently asked to write a blog post for a special interest group at CRMUG. In it I provide an overview of Unified Service Desk (or USD for short). USD is a powerful Dynamics 365 tool but one that is often overlooked or misunderstood. If…